Generally, the terms of note will be Seller driven and the resulting terms must be reasonable and commercially viable. The initial term we would offer would be anywhere from 1 year to 10 years… Seller picks their desired term. The payback structure is very flexible in that the seller could: defer receiving payments for up to a couple of years or so; take a partial or full … [Read more...] about How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note
Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust
Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust with the possible use of a Delaware Statutory Trust for the 1031 Exchange Upside Replacement Property The usual 1031 jargon is "up in value, up in loans". In a bifurcated 1031 exchange you are doing 2 transactions- (1) a 1031 exchange and (2) a DST. The 1031, in order to qualify as fully deferred, tax … [Read more...] about Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust
Webinar Playback – Deferred Sales Trust and real estate partnerships
Last month we featured an article on this topic and help a webinar. This video recording drills down a little bit in that article by using a recent case that I had become involved in. While telling the back story of a real-life scenario I highlight some of the details on how a Deferred Sales Trust can be the right solution. Hello everybody and thank you for joining … [Read more...] about Webinar Playback – Deferred Sales Trust and real estate partnerships
Can the Deferred Sales Trust Help Partners Wind Up Their Partnership in Real Estate Ownership?
It is not uncommon for friends or family members to pool their resources together to invest in Real Estate. Often times they employ a strategy where they systematically use a vehicle known as a 1031 exchange to reinvest in more valuable properties using tax deferral to allow their assets to grow more quickly. As with most such partnerships there comes a time when individual … [Read more...] about Can the Deferred Sales Trust Help Partners Wind Up Their Partnership in Real Estate Ownership?
Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person is married, the spouse is the beneficiary. The children are often named as contingent beneficiaries. If a person is not married but has children, the children are often named as first beneficiaries. Usually, these are the people that … [Read more...] about Top 5 Mistakes When Naming Beneficiaries of Insurance Policies